topic Forecast Cumulative Line Graph, Flat Lines in Previous Years in DAX Commands and Tips

Forecast Cumulative Line Graph, Flat Lines in Previous Years

MercedesL — Thu, 01 May 2025 20:02:50 GMT

I cannot get my graph for the past 3 years to work as a cumulative graph by year Month over Month. Here is my DAX code for 2024 (the code is the dsame for 2023 and 2025:
CumulativeSpending2024 =
VAR CurrentMonth = MAX('Central Division Tuition (4)'[MonthYear])
RETURN
    CALCULATE(
        SUM('Central Division Tuition (4)'[Amount DR]),
        FILTER(
            ALL('Central Division Tuition (4)'),
            YEAR('Central Division Tuition (4)'[MonthYear]) = 2024 &&
            'Central Division Tuition (4)'[MonthYear] <= CurrentMonth
        )
    )

I notice when I drill down that the flat lines do change when filtereing by only year. So somehow it is only doing a cumulatative amount for the most current period is my guess. See images

Re: Forecast Cumulative Line Graph, Flat Lines in Previous Years

Jihwan_Kim — Fri, 02 May 2025 03:31:38 GMT

Hi,

I am not sure how your semantic model looks like, but I tried to create a sample pbix file like below.

Please try using visual calculation feature for getting running sum (cumulative sum).

Using visual calculations in Power BI Desktop - Power BI | Microsoft Learn

And, please try having dimension tables like the below image.
Please check the below image and the attached pbix file.

Re: Forecast Cumulative Line Graph, Flat Lines in Previous Years

MercedesL — Tue, 06 May 2025 20:30:36 GMT

I was able to get one chart like how you have it but when I try to do the accumulation, it just doesnt work. I ended up doing it in excel since power BI would not do it. Thanks for your help!

Re: Forecast Cumulative Line Graph, Flat Lines in Previous Years

v-echaithra — Thu, 08 May 2025 08:47:46 GMT

Hi MercedesL ,

If the provided answer was helpful, please mark it as "Accept as solution" and click "Yes" if you found it helpful, it will be helpful for other members of the community who have similar problems as yours to solve it faster.

Regards,
Chaithra.

Re: Forecast Cumulative Line Graph, Flat Lines in Previous Years

v-echaithra — Mon, 12 May 2025 06:48:39 GMT

Hi MercedesL ,

We would like to follow up to see if the solution provided by the super user resolved your issue. Please let us know if you need any further assistance.
If our super user response resolved your issue, please mark it as "Accept as solution" and click "Yes" if you found it helpful.

Regards,
Chaithra E.

Re: Forecast Cumulative Line Graph, Flat Lines in Previous Years

v-echaithra — Thu, 22 May 2025 05:37:19 GMT

Hi MercedesL ,

We wanted to kindly follow up to check if the solution provided for the issue worked? or Let us know if you need any further assistance?
If our response addressed, please mark it as Accept as solution and click Yes if you found it helpful.

Regards,
Chaithra.